Memangnya setelah bagi dividen biasanya ASII turun? Sharing dong pengalamannya.
Thanks. From: [email protected] [mailto:[email protected]] On Behalf Of Hery Sent: Friday, June 03, 2011 9:10 AM To: [email protected] Subject: Re: [saham] Recap: expensive stock series #1: ASII + Banks Hati-hati....... ASII sudah bagi deviden... On Fri, Jun 3, 2011 at 8:31 AM, positif01 <[email protected]> wrote: Reasonable profitable trading/investing prospect of 2011, ASII and Banks? (look at the bottom of this note). The major US market averages finished June 1 near their worst levels of the session, with all three losing close to 2.3%. Financial shares lagged the broader market, and were the worst performing sector within the S&P 500. As a whole the group lost 3.5%, with US leading bank index (KBW Bank Index) slumped -4,11%. Even though, there was a fractional improvement this morning of US financial sector market average for +0,2%, it was a little tiny recoup compared the loss on Wed. Meanwhile, NASDAQ OMX Global Coal Index, consisting of 29 coal producers worldwide, only dropped -0,62% during the US harsh down slide on Wed. Its decline added this morning simply due to adjustment of non-US coal producers to the US down slide the day before. Past weeks diary: -May 26, Goldman Sachs: Lower US S&P 500 year-end 2011 price target to 1450 from 1500, and emphasize at sector level the largest changes in earnings estimates for $2 increase in Energy 2012 EPS and a $2 decrease in Financials earnings and a smaller negative revision to Consumer Discretionary. -May 27, Morgan Stanley: Downgrade Indonesian equities to UW (underweight) or commonly known as "Sell" following the same status for Thai equities on May 25. At the same time, Morgan Stanley announced to include Indonesian coal producer, PT Indo Tambangraya Megah (ITMG) replacing Perusahaan Gas Negara (PGN), into its Equity Strategy Focus List for GEMs (Global Emerging Markets) and APxJ (Asia Pacific ex Japan), each consists of 20 tight selected stock only. GEMs is based on MSCI Emerging Market Index covering 21 countries, while APxJ is based on MSCI AC (All Country) Asia ex Japan Index covering 10 developed and emerging market country. May 27, Goldman Sachs: Upgrade Indonesian-led ASEAN coal industry to Neutral from Cautious. At the same time, Goldman Sachs raised all Indonesian coal producers target prices. Target Price (TP) Trading houses set fundamental target price to be reached within 12-month. The target describes if there is upside or downside potential within a year. If a stock price is under the TP, potential upside remains. If a stock price is above the TP, no potential upside left, downside is expected. If a stock price is precisely or at narrow band of TP, significant gain potential percentage should be set for the remainder 6 months, waiting period of 2011 trading year. ASII -Goldman Sachs TP in our previous posting ( <http://groups.yahoo.com/group/saham/message/118287> http://groups.yahoo.com/group/saham/message/118287): IDR49,000, as seen at the following chart. ASII latest closing price IDR, June 1, IDR59,100. Objectively expensive, OR reasonably profitably cheap for holding? Error! Filename not specified. Banks We do not go specific with each Indo bank, but careful insight into majority of listed banks has long alerted a shaky ground. As you can see in the comparison chart below between MSCI Emerging Markets Banks (orange line) versus MSCI Indonesian Financial (green line), which consists nothing but Indo Banks, you will find that historically these two major indices have never decoupled or disparate quite long more than 2 or 3 months. Find which direction, MSCI Indo Banks will take the coming weeks, up or down? Is it a gap up or gap down with MSCI Emerging Markets Banks? Error! Filename not specified. '+'
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